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TV makers to amass display panels through 2016

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Galvane

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Date d'inscription : 25/12/2013

TV makers to amass display panels through 2016

Message par Galvane le Jeu 21 Juil - 10:10

TV makers to amass display panels through 2016

   Rebecca Hawkes
   | 21 July 2016



The global TV display supply shortage is spurring Asia’s leading TV manufacturers to increase their panel purchasing in the second half of 2016, IHS Markit claims in its latest research.

Korean electronics giants Samsung and LG are already amassing panels to fulfill consumer demand during the upcoming holiday season and analysts expect the six leading Chinese TV makers to increase their panel purchasing by 27% year-on-year in the third quarter (Q3) to reach 19.7 million units.

China’s Hisense, TCL, Konka, Changhong and Haier are especially big purchasers in comparison to Skyworth, which is carrying a relatively larger panel stock, IHS says. They are expected to buy 19 million panels in the fourth quarter (2% less than purchased in Q3) to control inventory.

“TV industry concerns about supply chain dynamics – in particular the shrinking supply base for 40-inch panels – as more panel makers are considering shutting down fabs that are either idle or no longer competitive,” said a statement from IHS Markit.

In the second half of 2016, Samsung and LG plan to purchase 46.6 million units of TV panels in total, up 12% year-on-year. “Not all the panel suppliers are able to fill the rising demand from their TV customers, considering constraints on supply and capacity utilisation,” said Deborah Yang (pictured), director of display supply chain research and analysis, IHS Markit.

“Basically, panel supply will be allocated based on price negotiations, TV makers’ business outlook and the state of the supply-chain supply relationship. Display manufacturers have limited supply and a strategy to hold supply-chain bargains, to optimise panel prices, to improve revenue flow.”

Strategic panel supplier negotiations for 40-inch, 43-inch, 45-inch and 49-inch panels – as well as the product positioning and cost competiveness of 49-inch 50-inch, 55-inch, 60-inch, 65-inch and 70-inch and larger displays – are critical for late 2016 and 2017, claims IHS Markit TV Display Intelligence Service.

Chinese panel makers are expanding their supply of 32-inch to 49-inch displays and 55-inch displays, although IHS Markit points to some remaining concerns about product quality and reliability. The supply of larger sizes, in particular 55-inch and 65-inch ultra HD models are falling short of demand for TV makers, as outputs are somewhat constrained by tight capacity and lower yield rate, the analysts state.

“Chinese TV manufacturers are carrying some inventory, and overall they are not pressured to hunt for panels with any urgency,” said Yang.
“However, what keeps them buying is strategic reasons to mitigate the risk of future panel supply constraints and to achieve their aggressive domestic Chinese and overseas shipment targets for the second half of this year.”

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